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Perhaps we shouldn't listen to Barrett because he's infamous for not listening to others? Below quote per Bob Colwell, who was part of...
Aug 13, 2025
X
Objectively, very little is in Intel's favor right now (aside from having LBT as CEO):
• Running at a net loss with declining revenue...
Aug 13, 2025
Y
So what are the pros and cons of Intel chiplet implementation scheme vis a vis that of AMD's?
Aug 13, 2025
X
I agree. I have run into numerous examples of what you're talking about in my career, especially with acquired groups from other...
Aug 13, 2025
X
I am not aware of any company anywhere that has 100% of its executives acting 100% of the time for the benefit of the company. Every...
Aug 13, 2025
X
Li-Pu Tan is the first Intel CEO in recent years to have the courage to identify Intel’s deep-rooted problems and take painful but...
Aug 13, 2025
X
As you could read from the Fortune op-ed, Craig was always a staunch believer in being an IDM.
I don't think I can stand to read this...
Aug 13, 2025
X
re: TSMC, yes agreed - 28nm was spectacular for example, but they were still behind Intel on fab tech for the first half of the 2010s...
Aug 13, 2025
X
please check the timeline. By the time TSMC was working with Apple, they were already on track to be the best executing Fab company in...
Aug 13, 2025
S
Excellent reference. I didn't know Bob Colwell well, but I did spend a lot of time talking to him once at a party, and it was enjoyable...
Aug 13, 2025
X
Unequal answer on the Mac loss; Imtel would still have been fabbing the M1 if they fabbed earlier Apple SoC's.
re: 100X - my...
Aug 13, 2025
S
The M1 didn't pop out of another universe. Apple was clearly working on it for years. I think they always wanted their own SoCs. I'm...
Aug 13, 2025
S
That fact that Intel couldn't deliver on 10nm and had to go down the 14nm+++ road along with major product delays didn't help with this...
Aug 13, 2025
X
That fact that Intel couldn't deliver on 10nm and had to go down the 14nm+++ road along with major product delays didn't help with this...
Aug 13, 2025
X
Intel didn't lose the Mac business because of snowball effects, Intel lost the Mac business because the M-series CPUs are just plain...
Aug 13, 2025